Wealthstream Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History

Wealthstream Advisors, Inc.

$625 Million
Q3 2025

A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 485,558 shares of DFUS stock, worth $35.4 Million. This represents 5.62% of its overall portfolio holdings.

Number of Shares

485,558

Previous 497,847 2.47%

Holding current value

$35.4 Million

Previous $33.4 Million 5.42%

% of portfolio

5.62%

Previous 5.81%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$67.01 - $72.84 $823,485 - $895,130	-12,289 Reduced 2.47%	485,558 $35.2 Million
Q2 2025 Jul 29, 2025	SELL	$53.65 - $67.02 $268,089 - $334,898	-4,997 Reduced 0.99%	497,847 $33.4 Million
Q1 2025 May 07, 2025	SELL	$59.61 - $66.71 $4.98 Million - $5.58 Million	-83,608 Reduced 14.26%	502,844 $30.4 Million
Q4 2024 Feb 04, 2025	SELL	$61.52 - $66.5 $423,257 - $457,520	-6,880 Reduced 1.16%	586,452 $37.4 Million
Q3 2024 Nov 06, 2024	SELL	$56.04 - $62.2 $1.36 Million - $1.51 Million	-24,295 Reduced 3.93%	593,332 $36.9 Million

Q2 2024 Jul 29, 2024	SELL	$53.83 - $59.14 $325,563 - $357,678	-6,048 Reduced 0.97%	617,627 $36.3 Million
Q1 2024 May 08, 2024	SELL	$50.79 - $56.98 $1.74 Million - $1.95 Million	-34,193 Reduced 5.2%	623,675 $35.5 Million
Q4 2023 Feb 12, 2024	SELL	$44.51 - $52.0 $623,362 - $728,260	-14,005 Reduced 2.08%	657,868 $34.1 Million
Q3 2023 Nov 06, 2023	SELL	$46.29 - $49.87 $814,055 - $877,013	-17,586 Reduced 2.55%	671,873 $31.3 Million
Q2 2023 Aug 02, 2023	BUY	$43.77 - $48.16 $37,773 - $41,562	863 Added 0.13%	689,459 $33.2 Million
Q1 2023 May 02, 2023	SELL	$41.24 - $45.43 $55,797 - $61,466	-1,353 Reduced 0.2%	688,596 $30.6 Million
Q4 2022 Feb 02, 2023	SELL	$38.86 - $44.32 $79,818 - $91,033	-2,054 Reduced 0.3%	689,949 $28.7 Million
Q3 2022 Oct 28, 2022	SELL	$38.82 - $46.57 $161,879 - $194,196	-4,170 Reduced 0.6%	692,003 $26.9 Million
Q2 2022 Aug 05, 2022	SELL	$39.62 - $49.51 $1.26 Million - $1.57 Million	-31,707 Reduced 4.36%	696,173 $28.4 Million
Q1 2022 May 10, 2022	BUY	$45.16 - $52.01 $638,697 - $735,577	14,143 Added 1.98%	727,880 $35.7 Million
Q4 2021 Feb 09, 2022	BUY	$47.05 - $51.98 $33.6 Million - $37.1 Million	713,737 New	713,737 $36.9 Million

Others Institutions Holding DFUS

# of Institutions

834

Shares Held

203M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthstream Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealthstream Advisors, Inc. with notifications on news.

Account

Wealthstream Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History